VanEck Merk Gold Trust
OUNZ
125 hedge funds and large institutions have $337M invested in VanEck Merk Gold Trust in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 33 reducing their positions, and 12 closing their positions.
42% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 12
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
6% more capital invested
Capital invested by funds: $320M → $337M (+$17.8M)
3% more funds holding
Funds holding: 121 → 125 (+4)
9% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 33
0.23% less ownership
Funds ownership: 47% → 46.76% (-0.23%)
12% less call options, than puts
Call options by funds: $134K | Put options by funds: $153K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$11.4M |
| 2 |
Jane Street
New York
|
+$6.79M |
| 3 |
FS
Ferguson Shapiro
Decatur,
Georgia
|
+$4.41M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$2.05M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VanEck Associates
New York
|
-$4.52M |
| 2 |
Renaissance Technologies
New York
|
-$1.7M |
| 3 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$1.03M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$748K |
| 5 |
MCM
Morton Capital Management
Calabasas,
California
|
-$595K |
OUNZ Hedge Fund Activity: Q2 2023 in Review
125 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in VanEck Merk Gold Trust (OUNZ) for Q2 2023, worth a combined $337M — up 5.6% from $320M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new OUNZ positions and 12 closed out — a net gain of 5 holders — while 36 added to existing stakes and 33 trimmed.
The largest buyer was IHT Wealth Management, adding an estimated $11.4M. The largest seller was VanEck Associates, cutting an estimated $4.52M.
- 125 institutional investors held VanEck Merk Gold Trust (OUNZ) as of Q2 2023, up from 121 in Q1 2023.
- Funds reported $337M of VanEck Merk Gold Trust stock for Q2 2023, up 5.6% quarter-over-quarter.
- 17 funds opened new VanEck Merk Gold Trust positions in Q2 2023 and 12 closed out, a net change of +5 holders.
- The largest VanEck Merk Gold Trust buyer in Q2 2023 was IHT Wealth Management, an estimated $11.4M added.
- The largest VanEck Merk Gold Trust seller in Q2 2023 was VanEck Associates, an estimated $4.52M sold.
Based on aggregated 13F filings for Q2 2023.